The Motley Fool

DECEMBER 23, 2024

Since a considerable percentage of middle-market companies are unproven, they may lack access to basic financial services, including traditional credit and lending channels through financial institutions. This was comprised of $234.1 million in various common- and preferred-stock equity and roughly $1.75

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

Private Equity Insights

MARCH 19, 2025

If completed, these transactions would mark significant shifts in the European fund administration and custodian banking landscape, reflecting growing private equity interest in financial services assets. Source: Bloomberg If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Bidding 147

Private Equity Insights

MARCH 19, 2025

Cinvens head of financial services, Bruno Schick, said the sale would provide Viridium with a strong foundation for future expansion, while CEO Tilo Dresig highlighted growth opportunities in Germany and continental Europe, particularly France.

Mergers and Acquisitions 147

Mergers and Acquisitions Buyout Bidding Stakes 147

The Motley Fool

DECEMBER 28, 2024

ai's software is especially popular in industries that aren't normally known for developing cutting-edge technology, like energy, manufacturing, and financial services. Now, it offers over 100 ready-made AI applications for businesses, which can help them accelerate their adoption of this revolutionary technology.

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Financial Services Banks 246

Private Equity Insights

FEBRUARY 14, 2025

This exit marks the ninth and penultimate full divestment from Apis Growth Fund I, aligning with Apis Partners’ broader strategy of investing in financial services and technology-focused companies. The transaction will see Beltone take a majority stake in Baobab.

Stakes 130

Stakes Capital Private Equity Firms Private Equity Firms 130

The Motley Fool

OCTOBER 4, 2024

A new spin on financial services Banking, opening a brokerage account , and buying insurance are some of the most common examples of financial services. Although some businesses may offer all or a combination of these services, I would not be surprised if you use a different company for each of these products.

Initial Public Offering 245

Initial Public Offering Financial Services Banks Prospects 245

Private Equity Professional

NOVEMBER 21, 2024

This example demonstrates how a thoughtful and collaborative approach to standardization can bridge the gap between numbers-driven objectives and patient-centered care, ultimately leading to better financial and operational outcomes. Success often hinges on whether customers feel supported and understood.

Mergers and Acquisitions 113

Mergers and Acquisitions Best Practices Consulting Consultants 113

The Motley Fool

OCTOBER 18, 2024

Financial services is one of Warren Buffett's favorite industries. Another high-profile investor, Cathie Wood, also owns a number of financial services stocks across her exchange-traded funds (ETFs). Why Nu could be a lucrative opportunity Financial services and online banking may seem second nature for many people.

Exchange-Traded Funds 246

Exchange-Traded Funds Hedge Funds Banks Financial Services 246

The Motley Fool

MAY 3, 2024

However, it did get a strong boost from its technology platform and financial services segment. In financial services, SoFi saw strong net interest income growth, which doubled from last year to nearly $120 million. Its member count grew to 8.1 million in the quarter, or 44% compared to last year.

Investors 245

Investors Financial Services Banks Accounting 245

Private Equity Insights

MARCH 5, 2025

The deal marks another significant move in the embedded payments space, with Pollen Street continuing to invest in high-growth, tech-driven financial services businesses. The team has built an impressive platform with leading product capabilities, and were excited to partner with them to drive further investments and acquisitions.

Asset Management 147

Asset Management Leveraging Financial Services Assets 147

Private Equity Insights

JANUARY 9, 2025

In line with its established strategy and previous funds, Vistria Fund V will focus on investing in US-based healthcare, knowledge and learning solutions, and financial services companies. The fund aims to leverage the firms extensive network, operational expertise, and trusted partnerships to drive value.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Leveraging 130

Private Equity Insights

JANUARY 31, 2025

The deal follows AnaCaps acquisition of Yard Reaas in April 2024, further expanding its footprint in Italys financial services sector. This expansion underscores AnaCaps strategy of consolidating and scaling financial services businesses across Europe. Can’t stop reading?

Stakes 130

Stakes Liabilities Financial Services Capital 130

The Motley Fool

MAY 15, 2024

Growth + profits = a great business SoFi is an all-digital financial services app that offers lending, banking, and other services. The financial services segment is the fastest-growing right now, and it's expected to increase 75% year over year in 2024. Or should you avoid it?

Banks 244

Banks Financial Services Leveraging Accounting 244

The Motley Fool

MARCH 28, 2025

The loan segment is still its largest, but the non-lending segments, which include financial services and its tech platform, are growing faster and accounting for more and more of the total. Ninety percent of SoFi Money deposits come from direct deposits, implying a financially healthy customer and continued increases.

Initial Public Offering 227

Initial Public Offering Financial Institutions Financial Services Accounting 227

The Motley Fool

APRIL 28, 2024

Financial services is an industry desperate for some innovation. Fintech businesses that operate at the intersection of technology and finance, such as Stripe , Chime, Plaid, and others, have brought some much-needed disruption to legacy financial services. Image source: Getty Images. Take Warren Buffett as an example.

Mergers and Acquisitions 246

Mergers and Acquisitions Financial Services Banks Prospects 246

The Motley Fool

AUGUST 28, 2024

SoFi is disrupting traditional banking SoFi is a full financial services platform that offers lending services, banking products, and more on its digital app. SoFi has been expanding its business to encompass a wider array of services. Together, financial services and tech platform contribution profit was $86 million.

Financial Services 246

Financial Services Banks Accounting Shareholders 246

Private Equity Professional

MARCH 6, 2025

Source: H3 Manufacturing Group Ironwood Capital was originally established in 1986 as Aetna Financial Services , the investment banking subsidiary of Aetna Life & Casualty. The firm is headquartered in Avon, Connecticut. In 1990, Marc Reich and Carolyn Galiette purchased the firm from Aetna and rebranded it as Ironwood Capital.

Investment Banking 130

Investment Banking Investment Banks Banks Capital 130

The Motley Fool

MAY 30, 2024

Every bank and financial services company has gone digital, and you can do all of your financial management in a single app through virtually every bank. It operates a winning model Management calls its model the financial service productivity loop. So what makes one company stand out? Image source: SoFi.

Banks 246

Banks Financial Services Accounting Public Companies 246

The Motley Fool

AUGUST 15, 2024

For example, the company has posted three consecutive profitable quarters and recently raised its full-year earnings projections as its Financial Services and Tech Platform segments become a more important part of its overall business. In Q2, SoFi's reported revenue of $598 million beat average estimates of $565 million.

Financial Services 246

Financial Services Banks Accounting Debt 246

The Motley Fool

NOVEMBER 24, 2024

It's an excellent niche that's ripe for picking, because these younger users don't necessarily relate to big, established banks that could offer intimidating and complicated services. It has diversified into financial services and a white-label financial infrastructure business, but lending still accounts for the bulk of its business.

Initial Public Offering 244

Initial Public Offering Banks Financial Services Accounting 244

Private Equity Wire

NOVEMBER 27, 2024

The fundraise includes $808m of primary fund commitments and up to $210m of pre-allocated co-investment to accelerate high-impact healthcare and financial services companies in global growth markets.

Funds 98

Funds Education Financial Institutions Asset Management 98

The Motley Fool

SEPTEMBER 7, 2024

That business is Sony's financial services division. The conglomerate is planning to execute a partial spinoff of this segment, officially known as Sony Financial Group, Inc. Details of Sony's spinoff Sony's decision to spin off its financial services division makes sense. SFGI), in October 2025. for Sony stock.

Financial Services 225

Financial Services Conglomerates Venture Capital Shareholders 225

AltAssets

DECEMBER 5, 2024

Taylor – who joined Greenbrook in April 2022 – has over a decade of experience in the financial services and media sector. Greenbrook, a specialist communications advisor to the investment sector, has announced the promotion of Bree Taylor to the role of partner.

Investing 98

Investing Financial Services 98

AltAssets

NOVEMBER 27, 2024

LeapFrog Investments has raised over $1bn for its fourth fund targeting impact investments across healthcare, financial services and climate solutions companies. The post Impact investor LeapFrog raises more than $1bn for biggest fund yet thanks to heavy Asian LP interest appeared first on AltAssets Private Equity News.

Funds 98

Funds Investors Financial Services Companies 98

Private Equity Insights

FEBRUARY 12, 2025

The firm is looking to extend its role beyond investing client capital to managing funds for private equity and alternative asset managers, according to Chief Financial Officer Martin Small.

Financing 162

Financing Finance Private Equity Firms Private Equity Firms 162

The Motley Fool

JUNE 20, 2024

Buffett's appetite for financial services typically turns to more traditional platforms, but he owns a piece of the fast-growing Latin American fintech stock. Brazil-based Nu is the parent company of Nubank, a bankless provider of financial services that has taken over its home country in just the last 10 years.

Financial Services 246

Financial Services Banks Accounting Investment Banking 246

The Motley Fool

AUGUST 10, 2024

SoFi Technologies (NASDAQ: SOFI) is well known for taking on the financial services industry with a user-friendly focus. Disrupting financial services What SoFi has accomplished in the 13 years since its founding is commendable. And it's doing a wonderful job at winning over customers. It's down 33% in 2024 (as of Aug.

Financial Institutions 246

Financial Institutions Banks Financial Services Leveraging 246

The Motley Fool

JULY 29, 2024

The digital answer to financial services SoFi has done an impressive job working its way up from a student loan cooperative to a major U.S. But financial services have been the standout recently, increasing 42% year over year in the first quarter. Is this a bargain buy or a value trap ? Image source: SoFi.

Financial Services 245

Financial Services Banks Public Companies Debt 245

Private Equity Wire

DECEMBER 9, 2024

Working closely with the Gen II senior leadership team, Spendiff will be responsible for leading the ongoing growth and development of the business across its European jurisdictions, building on its reputation for delivering high quality, solution-driven services for private capital asset managers and investors worldwide.

Asset Management 96

Asset Management Financial Services Assets Capital 96

Private Equity Professional

JANUARY 6, 2025

These projects have included deploying high-capacity fiber optic networks for data centers, integrating telehealth video systems for healthcare facilities, and designing secure networks for financial services clients. Team LINX is led by CEO Erik Isernhagen and COO Jay Dzialo.

Returns 130

Returns Financial Institutions Consultants Consulting 130

Private Equity Wire

NOVEMBER 14, 2024

Swedish private investment firm Tidan Capital has added Monique Melis, the Global Head of Financial Services Compliance and Regulation at Kroll, as an independent director to its Board of Directors, effective immediately.

Capital 98

Capital Stock Exchanges Financial Services Investment Firms 98

The Motley Fool

NOVEMBER 7, 2024

Then there are all the other financial services people are looking for that SoFi offers, such as checking accounts and investing solutions. It's achieving profits at scale Management has worked to transform SoFi from a student loan specialist into a full financial services app focusing on capital-light, fee-based products.

Financial Services 246

Financial Services Banks Accounting Returns 246

The Motley Fool

JULY 28, 2024

A lesser-known segment of Sony's business is its presence in the financial services industry. However, Sony's management has deemed the financial services unit as a non-core part of the business.

Conglomerates 244

Conglomerates Financial Services Assets Returns 244

The Motley Fool

NOVEMBER 14, 2024

Posting stellar growth The financial services industry, which is one of the oldest around, isn't known for being particularly friendly to its customer base. The business provides a wide range of financial services and lending products, without the presence of a physical branch network.

Financial Institutions 237

Financial Institutions Financial Services Banks Leveraging 237

Private Equity Wire

NOVEMBER 19, 2024

Nordic Capital, a private equity firm focused on investments in the healthcare, tech and payments, and financial services sectors, has entered into exclusive negotiations regarding the acquisition of Anaqua from private investment firm Astorg.

Capital 97

Capital Private Equity Firms Private Equity Firms Law Firms 97

Private Equity Wire

JANUARY 3, 2025

” GES, which employs over 2600 people has a track record of supporting businesses in robust verticals including healthcare, aerospace & defense, financial services, manufacturing, technology, and retail, in a variety of exhibitions, event and experiential marketing capacities.

Private Equity Firms 96

Private Equity Firms Private Equity Firms Financial Services Capital 96

The Motley Fool

MAY 4, 2024

It offers a full suite of financial services on its app, including bank accounts, investing tools, loans, and more. It's banking for modern times, and its easy-to-use services and low fees are attracting hundreds of thousands of new accounts quarterly. SoFi's platform is resonating with its core customers and many others.

Banks 246

Banks Financial Services Accounting Leveraging 246